On this page
Company Settings
Main Settings
This section is typically populated in the Company settings. Provide as many details as possible to ensure clarity and help end customers find valuable information about the business.
- Primary Currency – Defines the default currency for all offers and quotations. The exchange rate is updated automatically based on daily exchange rates.
- Fallback Language – If translations for the selected language are unavailable, the system will default to this secondary language.
- Assigned TronShop – If a TronShop is available for the commercial entity, its connection enables customers to purchase products directly.
Company Details
Enter your company name, including the legal form. Optionally, you can also provide your brand name, which serves as a shorter alternative or represents your main project.
Additionally, enter your business sales email and phone number, as these will be the primary contact details displayed to your customers.
Ensure that you set up a notification email to avoid missing any important messages.
Company Addresses
Enter at least your official billing address. Optionally, you can provide a secondary contact address (e.g., branch, office, showroom, etc.).
- The billing address will be displayed in the header of the offer.
- The contact address will appear in the footer of the public customer portal.
Company sites
Enter the URLs of your company website, e-shop, or blog, if available. These links will be displayed as icons in the footer of the customer portal for easy access.
Company Social Network
Enter the complete URLs of your company's social media profiles. These links will be displayed as clickable icons corresponding to each social network in the footer of the customer portal.
Branding Settings
In the Branding section, distributors can import and manage the corporate identity for all their offers.
This includes modifying the logo and company colors to ensure consistency and professionalism in all communications. By customizing these elements, distributors can maintain a cohesive brand image across all offers and client interactions.
Company logos
Upload your high-quality logo in a transparent PNG or vector format (EPS, AI, PDF, CDR, etc.).
- Optionally, you can upload a different logo for the footer and a default "sample" logo for virtual sampling.
Company Colors
Set your official company colors to ensure all outputs, including the customer portal and PDF offers, are automatically branded.
- Main color (mandatory) – Applied to primary elements.
- Secondary color (optional) – Used for alternate buttons, titles, and links.
Once saved, changes will be immediately applied across all outputs and offers visible on the online customer portal. You can preview the update using the PREVIEW button.
Offer Settings
The section is especially important for distributors without an integrated TronShop connection.
In this area, users can create and manage all shopping rules, margins, and price provisions. This allows distributors to customize their pricing strategies and ensure that all offers adhere to their specific business requirements, enhancing the flexibility and control over their sales processes.
Creating Offers
Each new offer will be automatically generated with these predefined settings. However, you can modify the menu settings individually as needed for each offer.
Business Rules
Configure your default MARGIN or MARKUP (automatically convertible between each other) to determine selling prices when only the supplier's default distribution price is available (instead of your own purchase and sale price from the e-store).
Additionally, you can set:
- Default DISCOUNT – Automatically applied to all new quotes.
- Base VAT Rate – Required for accurate price calculations including VAT. If you want the value to be set to "0", leave the VAT empty.
- Offer Validity Period – Defines how long an offer remains valid before expiring.
- Default Days to Next Step – Sets the standard time frame for progressing to the next stage in the sales process.
- Default Quantity Levels – Defines the pre-set quantity of pieces that will be automatically generated in presentations and calculations. This ensures consistency in offer generation while allowing for adjustments as needed.
-
Hide Cost Price for Sales Team – Users with edit settings permissions can enable the "Hide Cost Price" option to restrict access to purchase prices for users with sales team permissions.
- This setting applies only to users with a single "sales team" permission.
- It does not affect users with multiple permissions assigned.
- Purchase prices remain visible in the TronCloudCatalog.
Numbering of Orders
Each offer is assigned a unique number (code), which can be customized using a configurable pattern to align with your document numbering system.
The numbering pattern can include:
- Alphanumeric prefix
- Year and month numbers
- Automatic sequence number
- Random characters and numbers with variable length
Below is an overview of the available dynamic variables {XX} that can be used in the pattern.
Additional Customization
Product Parameter Selection – When adding a Tron Cloud product to a Product Offer, its parameters are automatically copied.
To exclude specific parameters (or all of them), simply uncheck them in the parameter tree below. This allows for greater flexibility in customizing the product details displayed in the offer.
Default Texts and Contents
Configure the default texts and content that will be automatically included in each offer. These defaults will be applied unless manually modified for a specific offer. Don´t forget to save the changes.
Portal
The TronManager Portal is a section where the distributor´s brand design can be previewed, ensuring that all elements align with the distributor's corporate identity.
Optional portal and offers Features
Additionally, users can activate features such as the virtual cart, livestock product availability, and live print services to enhance the customer experience.
- Virtual cart - this feature allows customers to proceed to the creation of an initial order directly in case the distributor has the TronShop connected. This is possible to access through the shopping cart icon in the live view of the offer.
Virtual Cart & Customer Interaction:
Once a product is added to the virtual cart, there is flexibility to not only proceed with sending the order directly to the distributor but also use the cart as a communication tool.
Within the virtual cart client has the possibility to:
- Modify the Offer: Make adjustments to the items, quantities, or specifications before finalizing the order.
- Ask Questions: Reach out to the distributor with any inquiries regarding the products, such as variant options, pricing, print services, and more.
This feature ensures that the customer can confidently finalize the order with all the necessary information and adjustments in place.
- Live stock information - allows to see the immediate availability of the products in the offer.
- Live print services - this feature will
This section also allows for custom distributor-specific modifications, enabling businesses to tailor the portal to their unique needs and preferences for a more personalized experience.
Portal Customization
Customize the look and functionality of your customer portal using custom CSS for design adjustments and custom JavaScript for enhanced features.
With JavaScript, you can:
- Integrate Online Live Chat
- Add a WhatsApp contact button
- Implement Google Analytics tracking (ideal for remarketing)
⚠ Technical knowledge is required for these customizations. If you need assistance, our Premium Support service is available. Feel free to contact us for help.
Users
All users who work with the company's TronManager tool must be approved in the User section to gain access to the application. This process ensures that only authorized personnel can utilize the tool, maintaining security and control over the system's usage.
User Detail
Several user details, such as Name, Mobile Phone, and others, can be modified.
To make changes, simply click on the pencil icon on the right side. Don´t forget to save.
Password
The Owner of the license is allowed to change the passwords of each user. Just click on the key icon on the right side.
Roles and Permission
TronManager License Assignment – A TronManager license is automatically assigned to a user account if at least one role is assigned to that account.
License Management:
- To remove a user account from the TronManager license, simply remove all assigned roles.
- The Owner role cannot be added or removed manually. If you need to change the owner, please contact support.
The "Manage Sales" role - grants users access to sales data.
Permissions:
- By default, users with this role have access to all sales data.
- In detailed settings, access can be restricted to specific data of users with a TronManager license.
- Regardless of settings, the user always has access to their own sales data.
Need help?
You can get assistance. Contact our Support Team to schedule your session and let us help you set up the TronManager.
Comments
0 comments
Please sign in to leave a comment.